Microsectors Fang&inn 3X LevBULZETF

13F holders, Q1 2025 (March 31)
6holders +1
5new positions
4sold out
$104.21avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding Microsectors Fang&inn 3X Lev (BULZ) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Avestar Capital, LLC ($18.1M), BlackRock, Inc. ($729K) and HUB Investment Partners, LLC ($469K).

Company
Microsectors Fang&inn 3X Lev
Filed as
BANK MONTREAL QUE (Q1 2025)
CUSIP
063679559
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 6Q1 2024Q2 2024: 8Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$19.3M
Exits4$2.5M

All 13F filers, Q4 2024 → Q1 2025: 185,187 shares bought and 15,635 shares sold, net +169,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Avestar Capital, LLC 1.72% New 173,300 $18.1M
BlackRock, Inc. 0.00% New 7,000 $729K
HUB Investment Partners, LLC 0.02% New 4,500 $469K
UBS Group AG 0.00% New 347 $36K
Tower Research Capital LLC (TRC) 0.00% Reduce -66.2% 196 $20K
Allworth Financial LP 0.00% New 40 $4K

"% of holder's portfolio" is BULZ's weight in each manager's 13F, not the share of Microsectors Fang&inn 3X Lev the manager owns.